Sales Order Prepayment Function
It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side. We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO. I know...
Customer reimbursement functionality should work with filters on customer transactions
When running the customer reimbursement functionality, the system does not take into consideration any filter on Customer transactions, while the full customer credit balance will be reimbursed. It would be nice to have those filters working properly.
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.
Change invoice address on the sales order
Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.
Import of Customer Payments ISO20022 - camt.54 status is set to Received instead of Approved
When importing camt.054 file for customer payments in Sweden the "Payment Status" is set to "Received" both on payments that are macthed correctly AND for those that are not matched with an invoice.
In earlier format BG MAX(SE), the ones that got a match to an invoice got Pay...
Italian Bollo stamp duty setup as auto charges and validation of Item charge group on header level
Italian Bollo stamp duty is required on invoices where the subtotal of the lines without VAT exceeds 77,74 EUR.
If the requirement is met, Bollo charge is applied only once per invoice document, the charge is fixed, set to 2...
Adding opportunity to lock invoiced lines while creating credit notes on invoiced sales order is still possible.
Ref. TrackingID#2303310010000933 regarding the parameter "Safety level of invoiced orders" on Accounts receivable parameters - Updates. When selecting "Locked", you are not able to delete invoiced lines. However, you are not able to create credit notes on invoiced sales orders either. Therefor...
Customer payment calendar configuration – Extention
Extending customer payment calendar configuration in order to:
1) let the configuration to be applied for specific customers, not only for specific payment terms/methods (it is not user-friendly asking to create a lot of similar payment terms/methods only for managing ca...
Sales Order Header - Changing Tax exempt number when selecting another delivery address
Customers have an additional delivery address in an other EU-Country, with a separate Tax exempt number.
When we create or edit a sales order and choose this delivery address, the Tax exempt number has also automatically be changed.
This must depend on the Delivery Term where we c...
Create a customer prepayment invoice is becoming mandatory in the French localization in 2022 (Dynamics 365 Finance)
As of 2022, in the French tax mandatory requirement, il is mandatory to generate a customer prepayment invoice. When creating a prepayment from a Sales order, it is mandatory now to generate a customer invoice for this prepayment.
Currently in Dynamics 365 Finance, it is not p...
Missing fields in exportable data entity CustomerParametersEntity
I would kindly note that fields in table CustParameters are not mapped in Data entity CustomerParametersEntity so we are unable to export/import fields via standard function "copy to legal entity", nor by export/import project in Data management.
We would appreciate that field...
Administrator
We would like to update that we have plan to develop a robust prepayment invoice feature. This groundbreaking addition will provide users with a plethora of convenient options, revolutionizing the invoicing process. Here's a sneak peek at what's in store:
(a) Prepayment % to defaults: The feature enables users to set default prepayment percentages either based on the customer or the item-customer combination subject to order of priority provided for the feature.
(b) Goods release restriction: With this feature, goods will only be released once full payment against the prepayment invoice has been received. Say goodbye to any payment hiccups!
(c) Multiple prepayment invoices: Users will have the liberty to create multiple prepayment invoices for every adjustment percentage made for the prepayment invoice or item. Catering to the ever-changing dynamics of business has never been easier.
(d) Mandatory sales order confirmation: This feature ensures a mandatory confirmation of the sales order before issuing a prepayment invoice, guaranteeing accuracy and customer satisfaction.
(e) Printing of prepayment invoices: Seamlessly print prepayment invoices from your Microsoft AR system. Efficient and professional, just the way it should be.
(f) Settlement with final invoice: Say farewell to tedious manual calculations! The prepayment invoice can be conveniently settled with the final invoice, streamlining your accounting processes.
(g) Credit notes against prepayment: In the event of a refund or credit, the functionality to issue credit notes against the prepayment invoice will be at your disposal. A comprehensive solution to handle every scenario imaginable.
(e) The status of the prepayment invoice will update automatically based on the action taken by user.
Additionally, the prepayment invoice feature will encompass price inclusive and price exclusive tax options, granting users the flexibility they need to meet various tax requirements.
To ensure optimum efficiency and cater to specific business needs, the Microsoft AR team plans to release this feature in phases, prioritizing key business scenarios. Rest assured, we will keep you updated with version-wise plans shortly.
Please note that, as with any project, the above plan is subject to change based on organizational properties. However, we are committed to providing the best solution possible, tailored to your evolving invoicing requirements.
Exciting times lie ahead as the Microsoft AR team sets the stage for a groundbreaking prepayment invoice feature. Stay tuned for more updates about the phased manner releases of this feature and get ready to elevate your invoicing experience .
Thanks,
Regards,
-Prabhat
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Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
Senior Program Manager
Microsoft